India Equity Opportunities Fund

Returns

After expenses and tax, as Aditya Birla Sun Life AMC reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Multi / flexi cap

Asset type

Equity

Benchmark

NIFTY500 Multicap 50:25:25

Fund manager

Amit Kansal, Vikas Agrawal

Market-cap mix

• Large cap44.82%
• Mid cap29.72%
• Small cap20.92%
• Cash4.54%

The five largest holdings are 27.43% of the portfolio.

Investment approach

"The objective and purpose of the Fund is to carry on the activity of an open-ended Category III AIF and for this purpose to arrange, make,manage and dispose of investments with the view to providing returns to the Contributors in accordance with Applicable Laws and the Trust Documents. The Fund seeks to maximize long term risk-adjusted returns from a portfolio that is substantially constituted of equity securities and equity related securities of issuers domiciled in India. The concentrated portfolio focuses on significant alpha creation through investment in high quality businesses with consistent growth and returns profile. The emphasis is on strong research orientation in stock selection in industries with strong operating dynamics and with "

"An open ended multi-cap AIF focusing on High Conviction opportunities coming out of Top Trends in Global & Localmarkets. The strategy aims to invest predominately in 4 future drivers / themes; Manufacturing, Digitalization,Sustainability & Cyclical Revival in Real Estate"

About the fund manager

Mr Amit Kansal — Fund Manager

With over 22 years of professional experience, including approximately 14 years at Aditya Birla Capital, as well as roles at ICICI Bank, Ernst & Young, and other organizations, Mr. Amit Kansal has built a broad and deep expertise in finance and investment. He conceptualized and led the joint venture between Aditya Birla Capital and Värde Partners, a US-based credit fund. At Aditya Birla Finance, he headed the Project & Structured Finance vertical for the North and East regions, delivering project-linked lending, structured debt, and corporate finance solutions to large and mid-market corporates. His experience spans the full investment spectrum, from low-yield instruments to high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a rank-holding Chartered Accountant.

Mr Vikas Agrawal — Fund Manager

Vikas Agrawal is the Fund Manager for Special Mandates at ABSL AMC, with 21 years of overall experience, including 14 years in debt fund management. He holds a PGDBM in Finance & Marketing and a B.Com in Banking & Finance. Prior to his current role, he served as Director at JM Financial Products Ltd (2021-2024) and Fund Manager at JM Financial Mutual Fund (2011-2021). He has also worked at SPA Securities Ltd and Centrum Capital Ltd in fixed income roles. Vikas’ expertise spans managing fixed income portfolios across short-term and long-term mandates. He has been with ABSL AMC for 8 months and is expected to manage portfolio and interest rates starting in August 2024. There may also be a new fund manager hired for the CMPFO portfolio once awarded.

As the fund house describes it.